Palmetto

Andrew C - PLR Platform Ops

Alicia Gibbs

Stephanie Bingham

Sales Platform: Guides & Resources

Learn about Palmetto's Virtual Site Survey, required for every solar project.

Completing a Sale: Virtual Site Survey Guide

Understand the differences between an instant vs manual design on the preliminary proposal.

Proposal Building: Instant Design vs Manual Design

Review how to set price and select purchase methods for a preliminary proposal, using the Pricing Calculator.

Proposal Building: Pricing Calculator Overview

Review the process for taking adders out of your commissions to avoid change orders.

Pipeline Management: Removing Adders From Commissions

Fulfillment Status offers detailed information on the customer's project & current progress.

Pipeline Management: Fulfillment Status

A complete overview of how to submit a clean deal through the sales platform, from Preliminary to Final Proposal.

Completing a Sale: Step-by-Step Guide

Automatically collect utility information from your homeowner's online account in select markets.

Proposal Building: Utility API

Review how to self-service and submit a change request for a project from within the sales platform.

Pipeline Management: Submitting a Change Request

Review how to self-service and adjust price on a Final Proposal without submitting a change request.

Proposal Building: Adjusting Price on a Final Proposal

Terminology and information on how accounts are notated, and how customers and sellers are notified, during retention stages of retention.

Pipeline Management: Retention Processes

Change Requests for ALL financiers can be completed in Alchemy!

Submitting Change Requests and Approving Final Proposals With Changes

Alchemy Sales Platform

Home Improvement Contract (HIC)/Install Agreement Key Terms

Homeowners Association (HOA) - Sales Member Guide

Operations Overview, Change Orders, & Cancellation Policy

Approved Roof Types & FAQ: Roof / Construction

Standard Site Survey Guide

Download a cheat sheet on the revamped sales flow & find link to full training.

Cheat Sheet for Final Proposal Revamp Flow

View projects that need your attention fast with the Pending Actions Dashboard.

Pending Actions Dashboard

Review closing documents needed for completing a sale with Palmetto.

Closing Documents Video Overview

Watch an animated video explaining how solar panels work.

Solar 101 Video: How Do Solar Panels Work?

Manufactured Homes Policy

This article outlines the general disqualification reasons for solar designs.

Solar Project Disqualifications

Sales Resources

Palmetto App - Client Solar System Production Monitoring

Design Support Chat

DocuSign

Instant Design 2.0

Cancelation and Disqualification Quick Guide

Product Positioning and Collateral

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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